Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 25.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.66B
AUM Growth
+$753M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,143
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$50.2M
3
+$34.2M
4
PFE icon
Pfizer
PFE
+$28.7M
5
DE icon
Deere & Co
DE
+$25.9M

Top Sells

1
+$49.9M
2
+$41.5M
3
+$40.2M
4
LSI
LSI CORPORATION
LSI
+$39.6M
5
XOM icon
Exxon Mobil
XOM
+$37.9M

Sector Composition

1 Technology 19.57%
2 Industrials 13.72%
3 Consumer Discretionary 12.06%
4 Financials 11.72%
5 Healthcare 11.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
– –
-13,600
1127
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-158,100
1128
– –
-18,860
1129
– –
-190,300
1130
– –
-13,295
1131
– –
-48,100
1132
– –
-10,450
1133
– –
-3,760
1134
– –
-16,258
1135
– –
-83,616
1136
– –
-36,130
1137
– –
-67,100
1138
– –
-11,600
1139
– –
-12,700
1140
– –
-8,031
1141
– –
-42,380
1142
– –
-24,300
1143
– –
-71,515
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